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E-Commerce

E-commerce moves retail from a shop to a screen, and drags with it the warehousing, delivery, and payment systems needed to make that work. Scale and delivery density decide who earns a profit.

240 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
226
MICM
Matthews International Capital Management
California
$958M +$27.7M 6 45.67% Increased
227
Harris Associates
Harris Associates
Illinois
$957M -$189M 4 1.7% Reduced
228
Carmignac Gestion
Carmignac Gestion
France
$950M +$51.4M 9 12.69% Increased
229
GGHC
Gilder Gagnon Howe & Co
New York
$943M -$31.9M 16 9.78% Reduced
230
Axiom Investors
Axiom Investors
Connecticut
$931M +$56M 9 21.67% Increased
231
Creative Planning
Creative Planning
Kansas
$903M -$6.41M 21 2.71% Reduced
232
Dragoneer Investment Group
Dragoneer Investment Group
California
$885M -$26.5M 4 36.71% Reduced
233
Marshall Wace
Marshall Wace
United Kingdom
$878M +$189M 35 6.03% Increased
234
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$869M -$51.4M 21 5.9% Reduced
235
VVP
Vulcan Value Partners
Alabama
$866M -$34.9M 2 6.65% Reduced
236
UFM
Ursa Fund Management
California
$865M +$818M 2 36.14% Increased
237
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$845M -$33.5M 11 9.01% Reduced
238
Westfield Capital Management
Westfield Capital Management
Massachusetts
$830M -$12.5M 4 5.91% Reduced
239
Comgest Global Investors
Comgest Global Investors
France
$820M +$330M 5 14.81% Increased
240
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$819M -$100M 16 30.39% Reduced
241
Soroban Capital Partners
Soroban Capital Partners
New York
$811M -$1.91M 1 10.64% Reduced
242
CI Investments Inc
CI Investments Inc
Ontario, Canada
$809M -$1.95M 14 4.11% Reduced
243
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$793M -$69.9M 20 5.07% Reduced
244
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$793M -$145M 26 4.92% Reduced
245
Jensen Investment Management
Jensen Investment Management
Oregon
$789M +$69.9M 3 7.82% Increased
246
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$783M -$54.1M 32 6.7% Reduced
247
C WorldWide Group
C WorldWide Group
Denmark
$773M +$32.6M 4 9.23% Increased
248
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$772M +$616M 77 4.86% Increased
249
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$766M -$101M 17 10.6% Reduced
250
Silver Lake Group
Silver Lake Group
California
$761M $0 1 18.4% Maintained